MORT vs. REIT ETF Comparison
Comparison of Market Vectors Mortgage REIT Income ETF (MORT) to ALPS Active REIT ETF (REIT)
MORT
Market Vectors Mortgage REIT Income ETF
MORT Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® Global Mortgage REITs Index (the "Mortgage REITs Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index is comprised of stocks of publicly traded U.S. mortgage REITs that derive at least 50% of their revenues (or, where applicable, have at least 50% of their assets) from mortgage-related activity. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$11.62
Average Daily Volume
249,109
17
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.Grade (RS Rating)
Last Trade
$25.79
Average Daily Volume
8,091
28
Performance
Period | MORT | REIT |
---|---|---|
30 Days | 5.66% | 1.43% |
60 Days | -1.11% | -0.08% |
90 Days | -4.54% | -3.80% |
12 Months | 12.92% | 13.27% |
0 Overlapping Holdings
Symbol | Grade | Weight in MORT | Weight in REIT | Overlap |
---|
MORT Underweight 28 Positions Relative to REIT
Symbol | Grade | Weight | |
---|---|---|---|
EQIX | D | -9.63% | |
SPG | B | -6.02% | |
PSA | D | -5.77% | |
AVB | C | -5.51% | |
PLD | D | -5.25% | |
REXR | F | -5.16% | |
VICI | D | -5.16% | |
INVH | B | -4.85% | |
FR | D | -4.79% | |
EQR | C | -3.27% | |
WELL | B | -3.09% | |
O | D | -3.02% | |
DLR | D | -3.01% | |
SUI | D | -2.62% | |
EXR | D | -2.6% | |
MAC | B | -2.55% | |
HIW | A | -2.48% | |
EPRT | A | -2.38% | |
KRC | D | -2.32% | |
SHO | B | -2.27% | |
DOC | A | -2.24% | |
BRX | C | -2.17% | |
BNL | D | -2.16% | |
COLD | F | -2.12% | |
PK | B | -1.97% | |
ROIC | D | -1.49% | |
OHI | C | -1.3% | |
VTR | D | -1.18% |
MORT: Top Represented Industries & Keywords
REIT: Top Represented Industries & Keywords